Spdr Series Trust (XSW) Hedge Fund Ownership (Q2 2026)

Spdr Series Trust (XSW)

133 + Investors. Track Smart Money conviction in XSW. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — XSW

Based on 136 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added XSW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

136 hedge funds hold XSW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q

+28 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 56% buying

66 buying51 selling

Last quarter: 66 funds bought or added vs 51 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new XSW position: 20 → 17 → 29 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 20% medium ■ 32% new

66 out of 136 hedge funds have held XSW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Price up while funds trimmed (-3% value, -22% shares)

Value

-3%

-21%

Last quarter: total value of institutional XSW holdings rose -3% even though funds reduced share count by 22%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

🚀

Acceleration phase — new buyers rushing in

11 → 20 → 17 → 29 → 36 new funds/Q

New funds entering each quarter: 20 → 17 → 29 → 36. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 53% veterans vs 35% newcomers

■ 53% veterans ■ 11% 1-2yr ■ 35% new

Entry-cohort mix of 141 holders: 75 (53%) are 2+ year veterans, 16 entered 1–2 years ago, and 50 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds

24 of 134 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in XSW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	133	116	14.66%
13F Shares	1M	2M	-21.55%
Total Value	$212M	$219M	-3.29%
New Positions	35	29	+6
Increased Positions	30	26	+4
Closed Positions	16	24	-8
Reduced Positions	34	30	+4
Total Calls	3	2	50.0%
Total Puts	3	2	50.0%
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

133

116

14.66%

13F Shares

-21.55%

Total Value

$212M

$219M

-3.29%

New Positions

Increased Positions

Closed Positions

-8

Reduced Positions

Total Calls

50.0%

Total Puts

50.0%

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q2)

133 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XSW. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 XSW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	McGuire Investment Group, LLC	1.00%	66,496	$11.4M
2	Performa Ltd (US), LLC	0.61%	22,000	$3.8M
3	High Point Wealth Management, LLC	0.48%	3,385	$581K
4	Essex LLC	0.38%	14,537	$2.5M
5	Fifth Third Securities, INC.	0.30%	30,962	$5.3M
6	Bawa N Mallick Trust	0.26%	4,680	$804K
7	Dale Q Rice Investment Management Ltd	0.25%	2,717	$467K
8	Kingsview Wealth Management, LLC	0.23%	108,897	$18.7M
9	Grant Private Wealth Management Inc	0.23%	3,129	$538K
10	Disciplined Investors, L.L.C.	0.21%	2,464	$423K
11	Vertex Investment Solutions Co., Ltd.	0.21%	1,800	$308K
12	Kaizen Financial Strategies	0.15%	2,685	$475K
13	NFSG Corp	0.14%	6,727	$1.2M
14	Sharper & Granite LLC	0.14%	2,575	$442K
15	V2 Financial group LLC	0.13%	2,100	$361K
16	MWA Asset Management	0.13%	1,723	$296K
17	Nautilus Advisors LLC	0.12%	1,185	$210K
18	Wealth Enhancement Trust Services, Inc.	0.10%	4,284	$802K
19	Warner Financial, Inc	0.10%	1,920	$330K
20	Lynx Investment Advisory	0.08%	1,491	$256K
21	Compass Financial Management LLC	0.08%	3,441	$665K
22	Beacon Financial Advisory LLC	0.07%	2,156	$370K
23	GGM Financial LLC	0.07%	1,059	$182K
24	Tower Research Capital LLC (TRC)	0.05%	11,905	$2.0M
25	Ntv Asset Management LLC	0.04%	2,523	$433K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Spdr Series Trust (XSW)

What does the Smart Money Trend signal show for XSW?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added XSW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XSW?

Slight buying edge — 56% buying: Last quarter: 66 funds bought or added vs 51 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XSW holders?

Elite ownership — 54% AUM from top-100 funds: 24 of 134 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in XSW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XSW?

49% of holders stayed for 2+ years: 66 out of 136 hedge funds have held XSW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Spdr Series Trust (XSW)

Smart Money Signals — XSW

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +26% more funds vs a year ago

Slight buying edge — 56% buying

More new buyers each quarter (+7 vs last Q)

49% of holders stayed for 2+ years

Price up while funds trimmed (-3% value, -22% shares)

Acceleration phase — new buyers rushing in

Veteran-anchored — 53% veterans vs 35% newcomers

Elite ownership — 54% AUM from top-100 funds

Institutional Sentiment Summary — XSW

Hedge Fund Ownership: XSW

Market Analysis: XSW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XSW

Hedge Fund Positioning: XSW

Statistics: XSW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Spdr Series Trust (XSW)

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